Kelly Embley signed Ashfield Healthcare COMM.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ashfield Healthcare COMM.'s EIN is 20-8512445.
Download the official 2024 Form 5500 (PDF) for Ashfield Healthcare COMM. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ashfield Healthcare COMM.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR RETIREMENT MANAGER |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $18.6M | 13.9% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $12.7M | 9.5% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $10.2M | 7.6% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $10.2M | 7.6% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $8.3M | 6.2% | |
| AMERICAN CENTURY ULTRA - INV | Registered Investment Companies | — | — | $7.9M | 5.9% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $7.9M | 5.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $5.5M | 4.1% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $5.1M | 3.8% | |
| PUTNAM LARGE CAP VALUE Y | Registered Investment Companies | — | — | $3.9M | 2.9% | |
| GS INTL EQUITY INSIGHTS INST | Registered Investment Companies | — | — | $3.9M | 2.9% | |
| LOOMIS INVEST GRADE BOND -Y | Registered Investment Companies | — | — | $3.6M | 2.7% | |
| FEDERATED CAPITAL PRESERV SP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $3.3M | 2.5% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $3.1M | 2.3% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $2.5M | 1.9% | |
| PIMCO INCOME ADMIN | Registered Investment Companies | — | — | $2.5M | 1.9% | |
| BLK MID CAP GR EQTY PRT - SVC | Registered Investment Companies | — | — | $2.3M | 1.7% | |
| ISHARES RUSSELL MIDCAP INDEX I | Registered Investment Companies | — | — | $2.0M | 1.5% | |
| COLUMBIA GLOBAL TECH GROWTH I | Registered Investment Companies | — | — | $2.0M | 1.5% | |
| JPM US EQUITY FD R4 | Registered Investment Companies | — | — | $1.8M | 1.4% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $1.7M | 1.3% | |
| ISHARES MSCI EAFE INTL INDEX I | Registered Investment Companies | — | — | $1.6M | 1.2% | |
| ISHARES RUSSELL 2000 SM CAP I | Registered Investment Companies | — | — | $1.6M | 1.2% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $1.5M | 1.1% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $1.4M | 1.1% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $1.3M | 1.0% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $1.3M | 1.0% | |
| NEUBERGER BERMAN GENESIS INSTL | Registered Investment Companies | — | — | $1.2M | 0.9% | |
| JANUS HENDERSON BALANCED - S | Registered Investment Companies | — | — | $1.0M | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $971K | 0.7% | |
| JAN HENDERSON GL LIFE SCI S | Registered Investment Companies | — | — | $881K | 0.7% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $644K | 0.5% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $477K | 0.4% | |
| BNY MELLON WORLDWIDE GROWTH I | Registered Investment Companies | — | — | $361K | 0.3% | |
| ALLSPRING PRECIOUS METALS INST | Registered Investment Companies | — | — | $245K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHICAGO, IL |
| INVESTMENT MANAGER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $216K | — |
